Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (IOCT)

100 + Investors. Track Smart Money conviction in IOCT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
1Q ▲
Buyers last Q
80%

Smart Money Signals — IOCT

Based on 100 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IOCT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
100 hedge funds hold IOCT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +54% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+54% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 80% buying

69 buying17 selling
Last quarter: 69 funds were net buyers (33 opened a brand new position + 36 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new IOCT position: 21 → 3 → 5 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 33% long-term, 29% new

33% conviction (2yr+) 38% medium 29% new
Of the 100 current holders: 33 (33%) held >2 years, 38 held 1–2 years, and 29 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

21 → 21 → 3 → 5 → 33 new funds/Q
New funds entering each quarter: 21 → 3 → 5 → 33. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 33% veterans, 49% new entrants

33% veterans 18% 1-2yr 49% new
Of 100 current holders: 33 (33%) held 2+ years, 18 held 1–2 years, 49 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
3 of 100 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: IOCT

How many hedge funds hold IOCT — quarterly history vs. share price
Quarterly hedge fund ownership of IOCT vs. share price

Market Analysis: IOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IOCT

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: IOCT
2026 Q1 Stats Unlock in 16 days 100 + Investors

Track Smart Money conviction in IOCT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 100 72 38.89%
13F Shares 4M 3M 48.36%
Total Value $130M $86M 50.25%
New Positions 33 5 +28
Increased Positions 36 19 +17
Closed Positions 5 5 -
Reduced Positions 12 24 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IOCT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

100 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IOCT. Verified SEC 13F-HR filings.

Top 25 institutional holders of IOCT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Broussard Financial Group LLC 11.02% 393,075 $13.8M
2 ACCESS FINANCIAL SERVICES, INC. 2.20% 177,252 $6.2M
3 RED CRANE WEALTH MANAGEMENT, LLC 1.93% 66,816 $2.3M
4 CORRADO ADVISORS, LLC 0.96% 52,617 $1.8M
5 Global Strategic Investment Solutions, LLC 0.80% 235,246 $8.2M
6 Liberty Atlantic Advisors LLC 0.36% 11,948 $419K
7 GILL CAPITAL PARTNERS, LLC 0.34% 33,725 $1.2M
8 Long Island Wealth Management, Inc. 0.34% 20,699 $726K
9 NewCorp Financial Services, Inc. 0.26% 8,572 $300K
10 MMA ASSET MANAGEMENT LLC 0.19% 15,790 $553K
11 Sugar Maple Asset Management, LLC 0.17% 8,150 $286K
12 IFP Advisors, Inc 0.16% 217,251 $7.6M
13 FIDUCIARY FINANCIAL GROUP, LLC 0.13% 28,995 $1.0M
14 Triad Wealth Partners, LLC 0.13% 47,385 $1.7M
15 Signal Advisors Wealth, LLC 0.13% 53,724 $1.9M
16 CYPRESS FINANCIAL PLANNING LLC 0.11% 11,538 $404K
17 Compass Advisory Group LLC 0.10% 11,039 $387K
18 Berger Financial Group, Inc 0.10% 52,509 $1.8M
19 Diligent Investors, LLC 0.10% 11,219 $393K
20 Vantage Point Financial LLC 0.10% 7,837 $275K
21 PFS Partners, LLC 0.09% 5,602 $196K
22 BCS Wealth Management 0.09% 12,403 $435K
23 Freedom Investment Management, Inc. 0.08% 7,482 $262K
24 FOUNDERS FINANCIAL SECURITIES LLC 0.06% 28,699 $1.0M
25 Summit Wealth Partners, LLC 0.05% 8,285 $290K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INNOVATOR ETFS TRUST (IOCT)

What does the Smart Money Trend signal show for IOCT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IOCT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IOCT?

More buyers than sellers — 80% buying: Last quarter: 69 funds were net buyers (33 opened a brand new position + 36 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IOCT holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 100 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IOCT?

Mixed — 33% long-term, 29% new: Of the 100 current holders: 33 (33%) held >2 years, 38 held 1–2 years, and 29 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.